1834 Investment Advisors’s Watsco Inc WSO Stock Holding History

1834 Investment Advisors’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-495	Closed	-$235K	–	223
2024 Q4	$235K	Hold	495	–	–	0.03%	202
2024 Q3	$243K	Sell	495 -116	-19%	-$55.8K	0.03%	208
2024 Q2	$283K	Buy	611 +101	+20%	+$46.2K	0.03%	195
2024 Q1	$220K	Sell	510 -9,254	-95%	-$3.72M	0.03%	207
2023 Q4	$4.18M	Sell	9,764 -473	-5%	-$183K	0.5%	59
2023 Q3	$3.87M	Sell	10,237 -2,808	-22%	-$1.02M	0.48%	58
2023 Q2	$4.98M	Buy	13,045 +1,992	+18%	+$675K	0.59%	48
2023 Q1	$3.52M	Buy	+11,053	New	+$3.25M	0.42%	61
2022 Q3	–	Sell	-9	Closed	-$2K	–	454
2022 Q2	$2K	Buy	+9	New	+$2.37K	﹤0.01%	447

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1834 Investment Advisors's WSO Position: Q1 2025 in Review

1834 Investment Advisors sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 495 shares — an estimated $235K sold.

1834 Investment Advisors first reported a position in WSO in Q2 2022 and held it in 9 quarters. The position peaked at $4.98M in Q2 2023. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

1834 Investment Advisors reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
1834 Investment Advisors sold 495 Watsco Inc shares in Q1 2025, an estimated $235K.
1834 Investment Advisors first reported a position in Watsco Inc in Q2 2022 and held it in 9 quarters.
1834 Investment Advisors's Watsco Inc position peaked at $4.98M in Q2 2023.
840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on 1834 Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.